Category: CRM



In this video, watch a tutorial on the queue item record set navigation in Customer Service Hub. This is part of the updates for #MSFTDyn365 Customer Service from the April 2020 GA release. Learn more: https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-queues-manage-activities-cases#create-a-queue-customer-service-hub Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en https://www.youtube.com/watch?v=VQ5KrGCX1ak



Initiative Planning takes time, and undoubtedly, questions arise and create challenges that need to be overcome. • Do your operations and support teams struggle to get approval for projects or initiatives?
• Does your Finance team face challenges to ensure that requests align to Executives’ strategy and are adding value using available funding?
• Do you have an efficient solution to track requests through approvals and into spend while informing key stakeholders along the way? If these questions lead you to thinking about your current processes, this webinar will provide the insight needed to help finance teams coordinate an effective and efficient initiative planning process. Learn how Alithya’s best practices solution leveraging Oracle EPM Cloud makes it work seamlessly to simplify initiative planning. Recorded on 6/30/20 and hosted by Dennis Cole https://www.youtube.com/watch?v=pKZsKDl5mkM



Editor's Note: This episode is sponsored by Ingram Micro Cloud. Dynamics 365 is one of the product areas in which Microsoft encourages its partners to push for growth. With some of the highest margins in the channel, Dynamics is a lucrative opportunity for firms — if they can make it part of their portfolio. In hindsight, many partners forget or may not have the capacity to add Dynamics 365 to their practice while most may not have the talent, operating model, or financial structure. With the economic impact in today’s market, traditional ERP or CRM isn’t a want anymore, but a need in the digital transformation era. Mathew Batterbee, UK & EMEA Dynamics 365 lead at Ingram Micro Cloud, joins the podcast to discuss some of the ways Ingram is working to bring more Microsoft partners into the Dynamics 365 space. Growing the number of partners transacting on Dynamics will require some new thinking and new program models, he says. We discuss some of Ingram's latest programs and also look at broader updates in the Dynamics partner channel like new the BREP to CSP incentives and the untapped potential of Microsoft's Cloud Ascent tool. Show Notes: 1:00 – Mathew's background at Microsoft and in the channel 5:00 – The challenges of transitioning to Dynamics 365 9:00 – How Ingram supports cross-selling Dynamics 365 12:30 – The value and challenges of Microsoft's Cloud Ascent analytics tool for partners 17:00 – The importance of growing the Dynamics 365 channel 19:15 – Mathew's perspective on the new EP to CSP offer for Dynamics ERP on-prem customers 26:45 – How customers who have lapsed on support might be able to revive it https://www.youtube.com/watch?v=ZR9IR1wLchM